Unlocking Strategic Insights: Finance?s Role in Shaping Firm Strategy 25-26

It is crucial for the finance function to have input on strategy for the company as it ensures alignment between financial goals, resource allocati...

1/5/2026 12:00pm - 1:00pm  |  Online  |  CalCPA

Members: $55.00, Non-members: $65.00

CPE Categories: Management of a Practice (1 CPE)

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Description

It is crucial for the finance function to have input on strategy for the company as it ensures alignment between financial goals, resource allocation, and overarching strategic objectives, ultimately guiding sound decision-making and fostering long-term success. Ted Delgado, Finance Vice President and Controller for the McLane Company, discusses the unique aspects of finance leadership and how the finance team can create value. He emphasizes the importance of finance in connecting the dots between strategy, process, and systems, as well as understanding and managing risk.

Target Audience

CPAs and other financial professionals seeking education on the topic.

Course Objectives

• Identify how to create value through the finance team

• Recognize how finance has a crucial role in forward-looking insights and priorities alignment

• Distinguish how finance facilitates risk management and decision-making

Subjects

• Recognize the importance of cross-functional partnering with finance to build relationships and trust for successful collaboration